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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
2401
JPL Wealth Management
Colorado
$72.1K +$8.01K +36 +12%
BHWM
2402
Beaird Harris Wealth Management
Texas
$71K -$89.4K -402 -55%
ORAM
2403
One River Asset Management
Connecticut
$70.8K -$65.9K -296 -48%
FDW
2404
Fourth Dimension Wealth
Ohio
$70.4K – – –
WWM
2405
Wolff Wiese Magana
California
$69.7K -$219K -985 -75%
LC
2406
Lavaca Capital
Texas
$69.5K +$71.4K +321 New
BCWM
2407
Ball & Co Wealth Management
Tennessee
$68K -$7.79K -35 -10%
GJIA
2408
Glass Jacobson Investment Advisors
Maryland
$67.3K – – –
ITG
2409
Index Technologies Group
New York
$66.2K +$68.1K +306 New
DMBA
2410
Deseret Mutual Benefit Administrators
Utah
$66K -$15.8K -71 -19%
DWM
2411
Dogwood Wealth Management
Kansas
$65.4K +$6.45K +29 +11%
AWM
2412
Activest Wealth Management
Florida
$65.2K +$2.23K +10 +3%
BFS
2413
Burkett Financial Services
South Carolina
$65.1K – – –
OW
2414
Olistico Wealth
Oklahoma
$64.9K – – –
PF
2415
PlanVest Financial
Maryland
$64.9K – – –
PS
2416
Planning Strategies
Pennsylvania
$64.3K +$66.1K +297 New
AIM
2417
Axiom Investment Management
New York
$63.4K -$1.11K -5 -2%
CIAM
2418
Caitong International Asset Management
Hong Kong
$63.4K +$63.9K +287 +4,783%
MLA
2419
MB, Levis & Associates
Pennsylvania
$62.8K – – –
GCM
2420
Gunpowder Capital Management
Maryland
$62.8K – – –
MAM
2421
Meeder Asset Management
Ohio
$62.8K +$12K +54 +23%
CWP
2422
Concord Wealth Partners
Virginia
$62.1K +$63.9K +287 New
MUMSS
2423
Mitsubishi UFJ Morgan Stanley Securities
Japan
$61.7K -$151K -680 -70%
AWM
2424
Abound Wealth Management
Tennessee
$61.4K -$21.6K -97 -26%
CWM
2425
Cranbrook Wealth Management
Michigan
$61K – – –
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